$108.8M Total AUM
$108.8M Disc. AUM
-7.5% 3Y CAGR
2 Employees
620 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2019
- Office Locations
- 1
Office Locations
1901 University Blvd W Jacksonville FL
About Toams Financial
Toams Financial is a Jacksonville-based RIA. The firm has been operating for 7 years. Managing $108.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$108.8M AVG AUM / ADVISOR
$175.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
MARIO JOSEPH PAYNE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #5445757
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,836,692 | $106,703 |
| Non-Discretionary | $0 | -- |
| Total | $108,836,692 | $106,703 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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